Prosperity Consulting Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
2025
Q1
$1.09M Buy
2024
Q4
$863K Sell
2024
Q3
$919K Buy
2024
Q2
$703K Buy
2024
Q1
$443K Buy
2023
Q4
$272K Buy